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Moneta Group Investment Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Moneta Group Investment Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$219K Buy
+1,712
New +$211K ﹤0.01% 805
2026
Q1 		– Sell
-2,096
Closed -$234K – 811
2025
Q4 		$234K Hold
2,096
– – ﹤0.01% 714
2025
Q3 		$228K Hold
2,096
– – ﹤0.01% 711
2025
Q2 		$211K Buy
+2,096
New +$196K ﹤0.01% 662

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Moneta Group Investment Advisors's AVUS Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 1,712 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in AVUS as recently as Q4 2025.

Moneta Group Investment Advisors first reported a position in AVUS in Q2 2025 and has held it in 4 quarters since. The position peaked at $234K in Q4 2025. 584 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Moneta Group Investment Advisors held 1,712 shares of Avantis US Equity ETF worth $219K as of Q2 2026.
  • Avantis US Equity ETF was a new Moneta Group Investment Advisors position in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #805 holding.
  • Moneta Group Investment Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Avantis US Equity ETF position peaked at $234K in Q4 2025.
  • 584 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.